Templates

Creating a Template
[PRO TIP] Before creating a Template, you must make sure that: A Customer record is created [see Creating a Customer] A Project has been created [see Cre...
Tue, 13 Apr, 2021 at 2:50 PM
Editing a Template
In the Navigation area Click Customers >> [Customer Name] >> Projects >> [Project Name] >> Work Event Templates >> [Template...
Tue, 13 Apr, 2021 at 2:50 PM